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Sep 26, 2012
09/12
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obama's election are benefitting from bain's business acumen. the pension funds are aggregating the nest eggs of many of their union employees such as firemen, police men, teachers, who bosses are largely bashing the man and the company that is stewarting their capital and making sure they have enough phone for the retirement or if they get checks that the checks come in the mail. >> i think it is very interesting what brett is saying here. listen, it is not my job to tell anybody listening or viewing, you know, who is right and who is wrong. i think there is an addage that really plays well. when you want to really find out the truth, they say follow the money. in my opinion you should follow investors to find out what's really going on. this is a political ploy. it isn't about private equity or ban capital. they are making tremendous profits as evidenced by that list and they quoted somebody from calsters who talked about it has been one of the most profitable private equities investments in their portfolio. wake up, america. if the issue is t
obama's election are benefitting from bain's business acumen. the pension funds are aggregating the nest eggs of many of their union employees such as firemen, police men, teachers, who bosses are largely bashing the man and the company that is stewarting their capital and making sure they have enough phone for the retirement or if they get checks that the checks come in the mail. >> i think it is very interesting what brett is saying here. listen, it is not my job to tell anybody...
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Sep 25, 2012
09/12
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but some improvement in election year becomes just a hot-button topic. if you've had improvement in jobs or you've had some improvement in gdp or some improvement in housing, of course that's a good thing. but let's take the politics and toss it out and really look at what we have. now, if we start out -- let's look at a chart going back to 2004, new home sales. now, as you look at that chart, definitely there's improvement. but it's still nowhere where it was before the crisis. existing home sales. a similar pattern. improvement, yes. is it where we want to be? no. today we had case-shiller. before we go to a bigger chart, let's look at the 20 composite, nonseasonally adjusted just for 2012. wow, looks pretty good. but the point of this is to step back now and lets show a line chart going back to 2003. you can see, we are way off the best levels. so, what is the point of this? the point is, is that we know where we need to be and improvement is good. but we can't just be happy here. it's not enough. so, whether you're looking at tax revenues, whether yo
but some improvement in election year becomes just a hot-button topic. if you've had improvement in jobs or you've had some improvement in gdp or some improvement in housing, of course that's a good thing. but let's take the politics and toss it out and really look at what we have. now, if we start out -- let's look at a chart going back to 2004, new home sales. now, as you look at that chart, definitely there's improvement. but it's still nowhere where it was before the crisis. existing home...
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Sep 28, 2012
09/12
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it's also an election number. i think that if romney were able to capitalize off something he could capitalize what is obviously a deceleration in the economy and in the election. >> when we come back we're just minutes away from another data point. this is going to be breaking news on consumer sentiment followed by something we've all been waiting for. >>> coming up how many stocks can you talk about and how fast can you do it? see if you can do it better than cramer. six stocks in 60 seconds. when "squawk on the street" returns. ♪ [ male announcer ] introducing a reason to look twice. the entirely new lexus es and the first-ever es hybrid. this is the pursuit of perfection. with the fidelity stock screener, you can try strategies from independent experts and see what criteria they use. such as a 5% yield on dividend-paying stocks. then you can customize the strategies and narrow down to exactly those stocks you want to follow. i'm mark allen of fidelity investments. the expert strategies feature is one more in
it's also an election number. i think that if romney were able to capitalize off something he could capitalize what is obviously a deceleration in the economy and in the election. >> when we come back we're just minutes away from another data point. this is going to be breaking news on consumer sentiment followed by something we've all been waiting for. >>> coming up how many stocks can you talk about and how fast can you do it? see if you can do it better than cramer. six stocks...
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Oct 1, 2012
10/12
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>> everybody points out the fiscal cliff, election, fiscal issues are certainly important. what's important to me from an equity perspective is seeing taxation on equity returns kept low. i really don't want to see the dividend or capital gains rate go any higher than 25%. i'd like to see these two rates stay equal to each other. that's important to us. >> is there a cost to the market associated with that changing n your view? >> yeah, if the dividend rate goes up to the marginal income tax rate, this market will give back some of the rally and it will limit the upside for next year. >> is there a point at which you see obama in the polls and you say actually now i believe that we are going to get the tax hikes and the market should fall? there must be a watershed quite soon as we head towards particularly what happens in the house and the senate. >> our focus has been on the senate. we think that's what's going to mostly influence the outcome. i hope there's appetite to see the rates low. i don't see a benefit from raising them. i would call a coin toss on the senate outc
>> everybody points out the fiscal cliff, election, fiscal issues are certainly important. what's important to me from an equity perspective is seeing taxation on equity returns kept low. i really don't want to see the dividend or capital gains rate go any higher than 25%. i'd like to see these two rates stay equal to each other. that's important to us. >> is there a cost to the market associated with that changing n your view? >> yeah, if the dividend rate goes up to the...
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Oct 3, 2012
10/12
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hasn't said a word about that in the election campaign so far. you can expect the two to clash on that issue, as well. >> john, i know you've looked at some poll numbers from the journal and nbc news. maybe a slight tightening on a national level. but certainly in some important states like ohio, the president continues to lead. i know you've said the romney strategists believe they need ohio. if it's mathematically possible to win without it, why do they still believe they need it? >> well, because if you don't win ohio, you're probably not going to win, say, wisconsin, which is another mid western state, paul ryan's on the ticket, that moves in similar ways to the state of ohio. it's hard to piece together especially given the overwhelming dominance by the president of the hispanic vote, states like colorado where we are right now, or nevada. so ohio may be a better shot for mitt romney. as i mentioned, i was talking to a romney strategist the other day and said, well, you're getting closer in florida, but you're still far behind in ohio. and h
hasn't said a word about that in the election campaign so far. you can expect the two to clash on that issue, as well. >> john, i know you've looked at some poll numbers from the journal and nbc news. maybe a slight tightening on a national level. but certainly in some important states like ohio, the president continues to lead. i know you've said the romney strategists believe they need ohio. if it's mathematically possible to win without it, why do they still believe they need it?...
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Oct 2, 2012
10/12
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some calendar issues in terms of the request from spain to october 21st is when there are regional elections and sometimes probably after that there will be a request from spain for some sort of a bailout. >> i always find the way the market looks at these things is rather extraordinary. you have the most important banks and what's happening is it's saying, look, we welcome it and the stock goes higher. bbva, another player, when you have bailouts, the stock is supposed to go lower. think about our country when bank of america decided to take the money. then they had to go to an equity law firm. this is encouraging to me. i would think this actual bailout is one that says, we are now past, the pig is much further along. you don't want a python swallowing a pig, but it's going to follow it when it is finished. >> words to live by, jim. words to live by. >> i think about that often, actually. >> we just listened to an incredible hour of television on "squawk box" with zell talking about what he's seen in the economy, talking more about corporate i.t. upgrade cycles. here's what zell said not t
some calendar issues in terms of the request from spain to october 21st is when there are regional elections and sometimes probably after that there will be a request from spain for some sort of a bailout. >> i always find the way the market looks at these things is rather extraordinary. you have the most important banks and what's happening is it's saying, look, we welcome it and the stock goes higher. bbva, another player, when you have bailouts, the stock is supposed to go lower. think...